How do you add a class to existing accounts?

Hello ruth-liebersbach,

Welcome to Community!  QuickBooks Online provides the ability to create a class for each segment in your business, so you can organize your customer and supplier transactions by class.

Once you've set up your classes, you have the option to assign one class to an entire invoice, receipt, or any other customer transaction.

Here's how to tag a class to a transaction;

1. From the left menu, open +New

2. Choose the type of transaction you want to record

3. Enter the details

4. Assign a class:

To assign one to entire invoice or receipt, select the class ▼ dropdown at the top (if you set One to entire transaction).
To assign one to each item (or row), add the class in the Class column (if you set One to each row in transaction).

5. When finished, hit Save.

You may also benefit from using Tags, that enable you to track transactions as you like.

If you have any other questions, feel free to reach back out.  We would be happy to help!